MSFP
BBBY

Mark Sheptoff Financial Planning’s Bed Bath & Beyond Inc BBBY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,300
Closed -$195K – 389
2019
Q4 		$195K Buy
+11,300
New +$158K 0.12% 94

Other funds holding BBBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Mark Sheptoff Financial Planning's BBBY Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Bed Bath & Beyond Inc (BBBY) in Q1 2020, closing a stake of 11,300 shares — an estimated $195K sold.

Mark Sheptoff Financial Planning first reported a position in BBBY in Q4 2019 and held it in 1 quarter. The position peaked at $195K in Q4 2019. 270 funds tracked by Wall St. Rank hold BBBY as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Bed Bath & Beyond Inc position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 11,300 Bed Bath & Beyond Inc shares in Q1 2020, an estimated $195K.
  • Mark Sheptoff Financial Planning first reported a position in Bed Bath & Beyond Inc in Q4 2019 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Bed Bath & Beyond Inc position peaked at $195K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.